VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,146 filers reported holding VANGUARD SPECIALIZED FUNDS in Q1 2020. The put-call ratio across all filers is 0.36 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $860,483 | +23.6% | 5,538 | +29.2% | 0.12% | +28.1% |
| Q2 2023 | $695,938 | +8.4% | 4,285 | +2.8% | 0.10% | +9.1% |
| Q1 2023 | $641,756 | -19.7% | 4,167 | -20.8% | 0.09% | -17.0% |
| Q4 2022 | $798,926 | +7.5% | 5,261 | -4.3% | 0.11% | -7.0% |
| Q3 2022 | $743,000 | -4.7% | 5,495 | +1.0% | 0.11% | +12.9% |
| Q2 2022 | $780,000 | -8.0% | 5,439 | +4.1% | 0.10% | -6.5% |
| Q1 2022 | $848,000 | -88.0% | 5,226 | -87.3% | 0.11% | -87.9% |
| Q4 2021 | $7,064,000 | +971.9% | 41,131 | +859.2% | 0.89% | +888.9% |
| Q3 2021 | $659,000 | -6.7% | 4,288 | -6.0% | 0.09% | 0.0% |
| Q2 2021 | $706,000 | +16.9% | 4,560 | +11.1% | 0.09% | +12.5% |
| Q1 2021 | $604,000 | +19.8% | 4,105 | +15.1% | 0.08% | +3.9% |
| Q4 2020 | $504,000 | +66.9% | 3,567 | +23.6% | 0.08% | +57.1% |
| Q3 2020 | $302,000 | +0.7% | 2,885 | +12.7% | 0.05% | -2.0% |
| Q2 2020 | $300,000 | +17.2% | 2,561 | +3.8% | 0.05% | 0.0% |
| Q1 2020 | $256,000 | -16.9% | 2,468 | 0.0% | 0.05% | -2.0% |
| Q4 2019 | $308,000 | +4.8% | 2,468 | +0.5% | 0.05% | -3.8% |
| Q3 2019 | $294,000 | +4.6% | 2,456 | +0.5% | 0.05% | 0.0% |
| Q2 2019 | $281,000 | +25.4% | 2,444 | +19.9% | 0.05% | +23.3% |
| Q1 2019 | $224,000 | +5.2% | 2,039 | -6.1% | 0.04% | -4.4% |
| Q4 2018 | $213,000 | – | 2,171 | – | 0.04% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Mercer Investments LLC | 98,453 | $15,240,000 | 34.40% |
| Hubbell Strickland Wealth Management, LLC | 349,811 | $54,147,000 | 32.57% |
| Paragon Capital Management Ltd | 404,080 | $62,548,000 | 29.17% |
| Mosaic Advisors LLC | 287,602 | $44,518,000 | 29.02% |
| 360 Financial, Inc. | 323,382 | $50,056,000 | 26.01% |
| ECLECTIC ASSOCIATES INC /ADV | 178,309 | $27,600,000 | 20.73% |
| Berkshire Money Management, Inc. | 655,925 | $101,531,000 | 16.34% |
| Wechter Feldman Wealth Management, Inc. | 149,759 | $23,181,000 | 16.22% |
| McCarthy Asset Management, Inc. | 141,130 | $21,846,000 | 15.54% |
| Trek Financial, LLC | 865,680 | $133,999,000 | 14.41% |